Invite your team and assign roles
Now that your workspace has been created it's time to bring it to life by inviting your team. This guide will cover inviting team members and managing roles and permissions.
Workspace invite permissions
Your ability to invite others to your workspace depends on your role in Route.
- Owners, Administrators, and Managers can invite team members
- Members can only be invited if they have a functional email address
- Invitations can be sent from the mobile & web app
- Every user within Route must have a role assigned
Roles in Route
Every member in Route has a role and each one has a different level of permissions. Workspace roles are either administrative or non-administrative.
Every workspace has a single primary owner who holds the highest level of permissions. Only this user can delete the workspace, change the billing settings, or transfer ownership to someone else.
There can be multiple Administrators and they have the same level of permissions as Owners but cannot adjust the Route account billing information.
There can be multiple Managers for a workspace. They have the same level of permissions as an Administrator but cannot view or change billing information.
A workspace can have an unlimited amount of Members. Members can perform assigned Walkthroughs, Jobs, and Inspections but cannot create or delete any information within Route.
The chart below shows the complete breakdown of role permissions within Route
Sending an invitation
There are two ways to invite your users to Route. You can invite users to your workspace from Route's web app or mobile app as long as your role is an administrative role. An invited user must have an email address. Your invited employees will receive an email with a link that they will click to activate their account.
Web app invitation
Click Employees on the left side of your screen within the web app. You will be taken to the employee overview screen seen below. From this screen you can view your employee's First and Last Names, Email Addresses, Positions, Roles, and you can edit or trash (delete) an employee. You are able to change your employee views by clicking the tiles on the top of your employee list. If an employee has not activated their account, they will appear in the Pending Invitations table at the bottom of the screen.
Click Add Employee located in the upper right to invite an employee to your workspace.
You will now be taken to the New Employee screen. The top half of the page contains fields for your invitee's demographic information. The only required fields are the employee's Email Address and their Role. An Email Address is required to invite the employee. Enter their First Name, Last Name, their home Address, and their Phone Number.
Scroll down and complete the rest of the employee's settings. Select their Role (required), type in their Position name, add their Hourly Rate, tag their Skills, and enter their Schedule. Once that is complete, then click the Done button in the lower right to send the email invitation automatically to your employee. They will receive an email invite and will click the link to activate their account.
Mobile app invitation
Click Manage on the bottom of your screen. This screen allows you to access your Clients, Employees, and the Estimator. Click Employees.
A list of all of your invited employees now appears onscreen. To invite a new employee, click the "+" icon in the upper right corner.
You will arrive at the New Employee screen. Enter their Email Address, select their Role, enter their Position, add their Hourly Rate, and tag their Skills. The only required fields are the employee's Email Address and their Role. Once all of the required fields are complete, click Save in the upper right corner.
A notification will appear to confirm that you have successfully sent the invitation.
In certain circumstances, Route may limit your ability to send invitations. This typically happens if you have have selected the Starter tier subscription since the maximum allowed users for a workspace is 3. If you would like to upgrade to the Growth tier, then contact the Owner of your account and upgrade your subscription under Settings.
Invited users will receive an email that will state they are being invited to your company. The user will need to click the Accept button. They will be re-directed to the Route website.
The user will be re-directed to the Route sign in page. However, they must first complete registering their account. Click Register in the upper right corner.
On the Register screen, the invited user will need to enter their First Name, Last Name, the email address that was used to invite them, and enter in the password they would like to use.
After entering that information, click Register to complete the sign up process.
That's it! The invited user is now active for your workspace. The new user will now be able to login with their password on the mobile app and the web app!
We hope that was helpful! Now that you have your team invited, let's hop over to adding your Clients to Route and exploring its powerful Custom Info tag system.